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Get Institutions for : 
Ishares Interest Rate Hedged Corporate Bond (LQDH)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    3
Total shares held : 
 1,832,739  
% of shares held : 
 3.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 43,876  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 20,174
 1.1%
 
Increased Positions :
28
 91,050
 4.97%
 
Unchanged Positions :
14
 24,030
 1.31%
 
Decreased Positions :
16
-57,758
-3.15%
 
Closed Positions :
6
-9,590
-0.52%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   F3Logic LLC 17 - 2022-12-31 82,932 $7,505,000 -233,959
   KFG WEALTH MANAGEMENT LLC 7 - 2024-03-31 54,180 $5,095,000 -964
   Red Wave Investments LLC 23 - 2023-12-31 32,144 $2,992,000 -11,708
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1156 - 2024-03-31 24,939 $2,345,000 -4,161
   UBS Group AG 2711 - 2023-12-31 24,223 $2,255,000 -7,208
   Trilogy Capital Inc. 131 - 2024-03-31 23,150 $2,177,000 -5,489
   EQIS CAPITAL MANAGEMENT, INC. 109 - 2023-12-31 22,721 $2,115,000 -4,000
   MERCER GLOBAL ADVISORS INC /ADV 806 - 2023-12-31 16,720 $1,556,000 -5,568
   WCG Wealth Advisors LLC 183 - 2023-12-31 13,035 $1,213,000 -317
   ROYAL BANK OF CANADA 2954 - 2023-12-31 12,945 $1,205,000 -8,420
   CITADEL ADVISORS LLC 2830 - 2023-12-31 11,937 $1,111,000 -10,014
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 125 - 2024-03-31 11,123 $1,046,000 -1,670
   COMMONWEALTH EQUITY SERVICES LLC. 2247 - 2024-03-31 10,199 $959,000 -2,071
   TrinityPoint Wealth LLC 127 - 2023-12-31 10,175 $947,000 -1,624
   Private Advisor Group LLC 1810 - 2024-03-31 3,259 $306,000 -872
   Founders Financial Alliance LLC 182 - 2023-12-31 3,263 $304,000 -737
   GUARDIAN CAPITAL ADVISORS LP 160 - 2023-12-31 2,504 $233,000 -375
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1530 - 2023-12-31 26 $2,000 -68
  18 Records found
  1    
  Page 1 of 1
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